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5 Critical Components of a CRM Implementation

David Rosales

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5 Critical Components of a CRM Implementation

Customer Relationship Management (CRM) is the key to business success. Expanding digital presence is essential to 85% of decision-makers. However, there are many challenges to implementing CRM that can deter you from making the switch.

Let’s delve into the details of critical components for CRM implementation:

1. Acceptance of Change

Implementing CRM software is less about technological change and more about convincing people to change. A relatively young workforce should be able to handle this easily. It is more difficult to convince older people to accept new systems.

A common complaint is that CRM software will make the company lose its human touch. Resolve this by explaining to your staff that CRM will do nothing other than optimizing already existing work. Establish a strategy for CRM implementation and focus on the
process.

5 Critical Components of a CRM Implementation

Explain to your staff that moving to new systems doesn’t mean losing your old ones. EngageBay allows you to integrate over 1000 services through its partnership with Zapier. As a result, you can use new tools without the loss of old ones such as Asana, Microsoft Office, Shopify, and many others.

As your team realizes the benefits of CRM, they will embrace it, and the company’s digital presence will flourish.

2.  Gaining Managerial Approval

It is more challenging to resolve higher-level resistance to CRM software. Higher-ups may think that moving to the cloud is unnecessary. Their concerns usually include technology, pricing or the disruption of existing systems.

5 Critical Components of a CRM Implementation

While management can override workforce resistance, the opposite is trickier. CRM implementation is usually met with a lot of reluctance and employees must be able to speak in the managerial language.

Prove that CRM software adds tangible value to the company in financial and performance terms. Highlight success stories and show how CRM benefits brand awareness, image, data collection, as well as improve customer relationships. While management can override workforce resistance, the opposite is trickier. CRM implementation is usually met with a lot of reluctance and employees must be able to speak in the managerial language.

A clearer understanding of what CRM can provide the company is likelier to get managerial approval.

 

3.  Data Security

The big data industry is slated to be worth $77 billion by 2023. Thus, the data you collect is exceptionally crucial. Consequently, security concerns are around the corner.

5 Critical Components of a CRM Implementation

CRM software implies moving data to a cloud server, for which you must pick a trustable system. Select one that imports data intuitively and easily, making the transition with a few clicks. Look for actionable insights and apply them to sales and marketing as well as customer service.

4.  Budget Management

Well, CRM software isn’t cheap money and time-wise. Especially if you have a lot of data to move, implementing CRM is quite cumbersome.

5 Critical Components of a CRM Implementation

Many businesses end up wasting money due to ineffective CRM implementation. Interestingly, the ROI of CRM implementation – when done right, is very positive and yields $9 per $1 spent.

Keep your long-term goals in mind and devise strategies to maximize productivity through the moving period. Begin by moving assets that are used the least and work your way up. As a result, you reduce expenses and reduce the time and money spent.
 

5.  Technology Reliability

Technology dependence is quite debatable. Can the CRM software you choose be scaled up? Is it secure? Can it handle all your software needs?

If you choose wrong, you might tarnish your brand and restrain growth. Ask how the software deals with outages and crashes. How effective is your customer support?

5 Critical Components of a CRM Implementation

Look for companies that provide mobile CRM, which is instrumental in avoiding data loss.

Mobile CRM services, a fast-responding support system and quick solutions to outages and crashes are some of the many features that you should consider while picking out a CRM.

The Way Ahead

There are quite a few challenges to CRM implementation. The transition costs time, money and patience, but the benefits outweigh the costs. To sum up, select the CRM software wisely and ensure that it fits your needs.

David Rosales is a Freelance Writer at RemoteLab and Contributor in The Weekly Trends.

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